13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001624050
Total reported value
$56.1M
$56.1M
6 檔
184.9%
The Q1 2024 SEC filing reveals that University of Maryland Foundation, Inc. held a total portfolio value of $56.1M, covering 6 public equity positions.
During Q1 2024, University of Maryland Foundation, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VPL, VBR) accounted for 184.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 48.50% | +36.15% | NEW | |
| 2 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 26.00% | — | — | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 20.94% | — | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.44% | -50.98% | — | |
| 5 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 1.72% | -39.17% | — | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.40% | — | — |
According to official SEC Form 13F filings, University of Maryland Foundation, Inc. reported a total U.S. public equity portfolio value of $56.1M across 6 disclosed positions in Q1 2024.
During Q1 2024, University of Maryland Foundation, Inc.'s top holdings by market value included VTI (48.5%)、VPL (26.0%)、VBR (20.9%). The largest single position, VTI, represented 48.5% of total portfolio value.
In Q1 2024, University of Maryland Foundation, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.